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Financial Advice For All

by Financial Advice For All

“Financial Advice for All” is a podcast about personal finance. We cover topics like: -The benefits of getting financial advice -The unique financial challenges millennials face -Common misperceptions about personal finance -Getting the most out of working with your advisor -The role of robo-advising -How people get started as advisors -The role of emotions in finance And much more. “The Financial Advice for All podcast is intended to be used for informational purposes only, and does not provide accounting, tax, investment, legal or other professional advice. Before making any decision or taking any action, you should consult an independent and appropriately qualified professional.You can review our full Terms of Use at https://financialadviceforall.com/termsofuse

Episodes

Episode 8 - Financial Advisors on Financial Literacy

44m · Published 10 Nov 14:18

Host Al Jones is joined by Will Britton, Jackie McCann-Scott, Jennifer Murphy and Seema Sharma to offer their thoughts and experiences on the best advice that financial advisors can offer to clients on the money, buying, planning and life event basics that make up financial literacy. For more resources on financial literacy during Financial Literacy Month 2020, visit www.financialadviceforall.com.

Episode 6 - Financial Literacy Month with Cindy Marques and Laurie Martin

38m · Published 31 Oct 12:14

In this special Financial Literacy Month episode of the Financial Advice For All podcast, Cindy Marques, a Certified Financial Planner and Financial Literacy Advocate, and Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor, talk about the financial challenges millennials face, the changing meaning of retirement, the differences between tracking your spending and having a budget, and much more. This podcast can help you take charge of your finances today. Visit FinancialAdviceForAll.com for more information.

Episode 5 - Closing the Communication Gap with Ellen Bessner

20m · Published 10 Sep 11:01

In Episode 5 of the Financial Advice for All Podcast, best-selling author and commercial litigator Ellen Bessner of Babin Bessner Spry LLP talks about how to close the communication gap between yourself and your financial advisor. She examines why it is important for you to open up about your personal experiences, spending habits and goals to get the best financial advice. Ellen Bessner is a litigator and regulatory defence lawyer. She is the author of two books, the best-selling Advisor at Risk and its sequel, Communication Risk, available at BabinBessnerSpry.com.

Episode 4 - The Importance of Legacy with Elke Rubach

16m · Published 16 Apr 13:10

In Episode 4 of Financial Advice for All, we talk to Elke Rubach of Rubach Wealth about women in finance, the importance of leaving a legacy, and much more.

Episode 3 - Death and Finances with Jane Blaufus

21m · Published 08 Feb 15:27

In this episode, we talk with Jane Blaufus, CLU and author of the best-selling book "With The [Stroke] Of A Pen, Claim Your Life," about how to be financially prepared for an unexpected death or illness in the family.

Episode 2 - The Impact of FinTech on Personal Finances with Curtis Findlay

35m · Published 09 Jan 16:15

In this episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.

Welcome to the Financial Advice for All Podcast

6m · Published 01 Nov 19:52

Co-host Alexis Vivian introduces the Financial Advice For All podcast and talks about the financial challenges facing millennials.

Episode 1 - The Importance of Financial Advice with Devin Cattelan

20m · Published 30 Oct 20:06

In our first episode, we talk about the importance of financial advice with Devin Cattelan, Portfolio Manager at HollisWealth, a division of Industrial Alliance Securities, Inc.

Financial Advice For All has 8 episodes in total of non- explicit content. Total playtime is 3:22:40. The language of the podcast is English. This podcast has been added on November 23rd 2022. It might contain more episodes than the ones shown here. It was last updated on March 26th, 2024 22:13.